《即日市评》港股「三连升」至近一年高 恒生科指破九千关
受腾讯(00700.HK)及港交所(00388.HK)破顶所带动，恒指升至近一年高位。据报美国财长提名人耶伦将承诺美国不会寻求弱美元，美股今日为马丁路德纪念日将休市；执笔之时美汇指数升至90.84，美股道指期货最新跌67点或0.2%，纳指期货最新跌0.1%。中国公布2020年国内生产总值101.6万亿元人民币按年升2.3%，去年四季度增长6.5%高於市场预期增6.2%、中国去年12月工业增加值按年升7.3%(原预期增6.9%)，上证综指全日升29点或0.8%收3,596，深证成指涨1.6%，沪深两市成交额共9,982亿人民币。
恒指低开119点，早段曾跌183点一度低见28,390点，其後转升，最终全日升288点或1%，收28,862点连升第三个交易日(累涨627点或2.2%)；国指今日升141点或1.3%，收11,462点；恒生科技指数破九千关，全日升340点3.9%，收9,116点，盘中见9,122点新高。大市全日成交总额2,243.97亿元，沪、深港通南下交易录得净流入金额分别为95.29亿及130.03亿元人民币。
腾讯攀升1.9%收657元，盘中曾高见667.5元，美团(03690.HK)股价弹高5.7%收325元，而舜宇(02382.HK)全日股价抢高7.5%收204.8元。。
【美团升半成 港交所破顶】
港交所(00388.HK)全日股价破顶升5.1%收482元，盘中曾高见485元。已通过港交所上市聆讯於内地享有「短视频第一股」盛名的「快手」表示，正在推进公司在香港IPO，该IPO可能成为本港规模最大IPO之一。「快手」招股书显示，公司目前股东包括腾讯、红杉资本、百度、淡马锡、博裕资本及晨兴资本等；其中腾讯是快手单一大股东，持股比例达21.56%。
中资电讯股受捧，中移动(00941.HK)全日股价上扬4.5%收49.2元，中电信(00728.HK)股价涨3.4%，而中铁塔(00788.HK)股价走高6.3%。摩根士丹利就中国电讯企业今年的前景看法发表报告，预期今年的收入、盈利及股息将会进一步提升，主要是受到5G普及率提升及工业互联网贡献所带动。该行对行业投资的顺序首选中移动，其次是中国联通、中国电信及中国铁塔。
【升股一千只 金蝶股价飙】
港股今日主板市宽向好，主板股票的升跌比率为27比19(上日为17比27)，上升股份1,083只(升幅3.7%)，恒指成份股今日25只股份上升，下跌股份22只，升跌比率为48比42(上日为31比67)。大市今日录沽空307亿元，占可沽空股份成1,926.46亿元的15.938%(上日为15.223%)。
金蝶(00268.HK)全日股价飙升13.9%收31.9元。就金蝶发盈警，料去年盈转亏蚀2.5亿至3.5亿元人民币、料去年底总收入按年增长0%至3%，花旗发表报告表示，相信是金蝶国际旗下云业务收入略为放缓，但该行认为公司相关利淡因素已反映在股价之上，该行料公司软件即服务(SaaS)云业务行业整合中可成赢家，重申对其「买入」评级及目标价35元。
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